AudienceCourse 80308: Procurement in Microsoft Dynamics AX 2012 is intended for customers that want to learn the basic features and develop a working knowledge of the typical daily procedures necessary to effectively use Microsoft Dynamics AX 2012 procurement and sourcing functionality.The intended audience for Course 80303 includes purchase managers, purchasers, and other people in organizations responsible for the setup and administration of procurement and sourcing and inventory management functionality.

Describe the main concepts of Procurement and sourcing in Microsoft Dynamics AX 2012.

List the features available in the Enterprise Portal for Procurement and sourcing.

List the integration points to other Microsoft Dynamics AX modules and the Procurement and sourcing module.

Describe the procurement process.

Module 2: Product Information ManagementThis chapter concentrates on how to create and set up a new product. Creating new products is completed through the Product information management module.Lessons

Introduction

Defining Products

Modeling Configurable Products

Inventory Dimension Groups

Authorizing Product Setup in a Legal Entity

Finalizing Product Setup in a Legal Entity

Lab : 2.1: Create and Release Product Masters

Create and release a new product master, with several product variants.

Describe the setup that is required and optional before creating vendors.

Create a new vendor.

Change a vendor’s name.

Place a vendor on hold.

Add vendors to another legal entity.

View vendor transactions.

View vendor information.

Module 4: CatalogsThis chapter reviews the process for creating catalogs and category hierarchies. Three types of catalogs are reviewed―procurement, vendor, and external catalogs.Lessons

About Catalogs

Category Hierarchies

Category Attributes

Commodity Codes

Procurement Category Management

Procurement Catalogs

Vendor Catalogs

External Catalogs

Catalog Comments

Category Reports

Lab : 4.1: Create New Categories

Create categories and subcategories in an existing category hierarchy.

Lab : 4.2: Create Category Attributes

Create attribute types and attributes, and then link the new attributes to a category in the category hierarchy.

After completing this chapter, students will be able to:

Review various types of catalogs, including their usages.

Create new category hierarchies and categories.

Create attributes and assign them to categories.

Create commodity codes and assign them to a category.

Set up procurement categories.

Create and publish a procurement catalog.

Review the process to configure and import a vendor catalog.

Review the process to configure and validate an external catalog.

Activate catalog comments and approve or reject submitted comments.

Review the reports available in Procurement and sourcing for categories and catalog management.

Module 5: Request for QuotationThis chapter explains the request for quotation process. Steps for creating, following-up, and processing a request for quotation reply are reviewed. Additionally, reports and inquiries for request for quotations are reviewed.Lessons

Introduction

Set Up Request for Quotations

Issue a Request for Quotation

Follow-up on Request for Quotations

Request for Quotation Replies

Transfer Accepted Request for Quotation Replies

Request for Quotation Reports and Inquiries

Lab : 5.1: Create a Request for Quotation

Create a request for quotation, add vendors to the case, add items to the case, and send the request for quotation to the vendor.

After completing this chapter, students will be able to:

Set up system parameters prior to using a request for quotation.

Create a request for quotation.

Follow-up on a request for quotation.

Register a request for quotation reply.

Compare request for quotation replies.

Accept a request for quotation reply.

Reject a request for quotation reply.

Return a request for quotation reply.

Review the request for quotation reports and inquiries.

Module 6: Purchase RequisitionsThis chapter focuses on how to create and complete purchase requisitions. The chapter also discusses how to convert purchase requisitions to purchase orders. Additionally, demand consolidations are discussed.Lessons

Introduction

About Purchase Requisitions

Create Purchase Requisitions

Complete a Purchase Requisition

Follow-up on Purchase Requisitions

Convert Purchase Requisitions to Purchase Orders

Demand Consolidations

Other Purchase Requisition Tasks

Purchase Requisition Workflow

Lab : 6.1: Create a Purchase Requisition

Create and submit a purchase requisition.

After completing this chapter, students will be able to:

Describe the purchase requisition process and the associated list pages used to manage purchase requisitions.

Enable change management and create a purchase order to be submitted through workflow

After completing this chapter, students will be able to:

Describe the various forms and list pages for working with purchase orders.

Set up purchasing parameters.

Create a purchase order and add lines to it.

Process a purchase order.

Explain the change management process, and set up the system for change management.

Describe additional tasks that can be completed for a purchase order.

Describe the reports and inquiries available for purchase orders.

Module 8: Vendor ReturnsThis chapter discusses how to return a product to a vendor. You will also be shown how to handle the returns with and without serial and batch numbers attached.Lessons

Introduction

Create Vendor Returns

Create Vendor Returns for Serialized Items

Lab : 8.1: Working with Vendor Returns

Create a vendor return by copying an original purchase order

Lab : 8.2: Complete a Vendor Return Using the Returned Order Type

Create a vendor return with batch numbers by using the Returned order type.

After completing this chapter, students will be able to:

Create a vendor or customer return by using a Negative quantity, the Create credit note feature, and the purchase order type Returned order.

Return an item with multiple serial and batch numbers to a vendor.

Return a Not-Stocked item to a vendor.

Module 9: Purchase AgreementsIn this chapter, concepts of purchase agreements are discussed. You will be shown how to create purchase agreements and how to use purchase agreements when you create purchase orders.Lessons

Purchase Agreements

Lab : 9.1: Setting Up and Following Up on a Purchase Agreement

Create a purchase agreement, and then create a release order from the purchase agreement. Finally, you will print the purchase agreement fulfillment report.

Create, send, and view notifications on the Vendor Self-service Portal.

View and complete questionnaires on the Vendor Portal.

Describe the transactions that can be viewed or modified in the Vendor Portal.

Respond to requests for quotations.

Create and maintain vendor invoices.

Describe the roles available for the Vendor Portal.

Module 11: Procurement Order SiteIn this chapter you will create purchase requisitions and view purchase order information using the Procurement Order site. In addition, you will be shown how to use the Employee Services site to search for products and purchase products.Lessons

Introduction

Purchase Requisitions

Managing Purchase Information

Product Receipt Confirmations

Order Products on the Employee Services Site

Lab : 11.1: Purchase Requisitions

Create a purchase requisition on the Procurement Order site.

Lab : 11.2: Order Products and Check Out

Search for products and add products to your cart and check out using the check out wizard on the Employee Services website.

Module 12: Purchasing Policies and Signing LimitsThis chapter reviews the policy framework in Microsoft Dynamics AX 2012. You will be shown how to create purchasing policies and signing limits. In addition, steps for configuring each type of policy rule are reviewed.Lessons

Introduction

About Policies

Purchasing Policy Set Up

Create Purchasing Policies

Configure Catalog Policy Rules

Configure Category Access Policy Rules

Configure Category Policy Rules

Configure Purchase Requisition RFQ Rules

Configure Purchase Requisition Control Rules

Configure Purchase Order Creation and Demand Consolidation Rules

Expenditure Reviewers

Limits

Lab : 12.1: Create and Configure a Purchase Requisition RFQ Rule

Create a new purchasing policy and configure a purchase requisition RFQ.

Lab : 12.2: Configure a Default Signing Limit Policy Rule

Create a new signing limit policy and configure a default signing limit.